How to Add, Edit, or Remove an Authorized Contact in Sage Accounting

Managing authorized contacts in Sage helps you keep your account secure and your daily work organized. Businesses often add, edit, or remove contacts for billing, tax questions, or support needs. Clear steps help you prevent mistakes and protect your account data. This guide explains how to add, update, or delete an authorized contact in Sage so you can manage access and permissions with ease.

Why You Need Authorized Contacts on Sage?

Authorized contacts are people who can access specific areas of your Sage account. These contacts may include employees, partners, or trusted third-party helpers who manage or review your account details. Clear control over these contacts keeps your business information safe and ensures only the right people can view or update your data.

Authorized contacts also help handle important tasks such as:

• Billing inquiries
• Technical support
• Subscription management
• Tax filing assistance
• Business communication

How to Add an Authorized Contact on Your Sage Account?

You can add an authorized contact in Sage only when you have admin access. Follow these steps to complete the process:

• Step 1: Log in to Your Sage Account: Sign in with your administrator credentials. You will see your main dashboard after login.
• Step 2: Open the ‘My Account’ Settings: Click the “My Account” option in the top-right corner to access your account settings.
• Step 3: Open the ‘Authorized Contacts’ Section: Choose the Authorized Contacts tab in the settings menu. This section shows all users who have access to your Sage account.
• Step 4: Add a New Contact: Click on “Add Contact” or “Add New Contact.” A form will appear where you can enter the new contact’s details.
  • Fill in the contact’s details, including:
  • Full name
  • Role or position
  • Email address
  • Phone number
  • Access permissions (Billing, Support, Tax, etc.)
• Once the form is complete, select Save. A confirmation message will appear, and the new contact will be added to your authorized list.

• Step 5: Verify the New Contact: You might need to confirm the new contact by sending them a verification email or informing them about their updated permissions. This step makes sure they can access the Sage account as required.

How to Remove an Authorized Contact on Your Sage Account?

Editing an authorized contact’s details, such as their name, email, phone number, or permissions, is a simple process. Follow these steps to update their information.

• Step 1: Log in to Your Sage Account: Sign in using your administrator credentials.
• Step 2: Open the ‘Authorized Contacts’ Section: Once you are logged in, open the “Authorized Contacts” section under your account settings.
• Step 3: Find the Contact You Want to Remove: Review your list of authorized contacts and locate the person you want to remove. A Remove or Delete option will appear next to their name.
• Step 4: Remove the Contact: Click the “Remove” or “Delete” option next to the contact’s name. You will be asked to confirm the action. After confirmation, the contact will no longer have access to your Sage account.
• Step 5: Confirm the Removal: Check your authorized contacts list to ensure the contact has been removed. You may also choose to inform the individual that their access has been revoked.

Best Practices for Managing Authorized Contacts

Efficient management of your Sage account’s authorized contacts is important for security and smooth system performance. Follow these best practices to keep everything running efficiently:

1. Regularly Review Authorized Contacts: Review your authorized contact list from time to time to ensure that only people who need access still have it. This is helpful when employees leave or move to new roles.
2. Limit Permissions to Necessary Roles: When adding or updating contacts, give them only the permissions required for their tasks. For example, someone who handles billing should not receive full administrative access.
3. Keep Contact Information Updated: Ensure all authorized contacts have accurate and current information. Outdated details can cause missed communication and affect account management.
4. Notify Authorized Contacts of Changes: Whenever you add, update, or remove a contact, inform the person involved so they are aware of the change in their access. This prevents confusion and keeps everyone informed.
5. Protect Sensitive Information: Authorized contacts may access sensitive data. Grant access only to trusted individuals and update your security protocols regularly to keep your Sage account protected.

Conclusion

Managing authorized contacts on your Sage account is simple and important for account security. The steps in this guide help you add, edit, or remove contacts with the correct permissions. Regular reviews keep your account safe and support smooth daily operations. Whether you add new users, update existing details, or remove access that is no longer needed, keeping your contact list current helps protect your business and maintain control over your Sage account.

Frequently Asked Questions